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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,201 | $74,535-72.9% | $100,712-79.9% | $82,637-75.6% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.3%-8.2pp | 68.1%-6.9pp |
| Annual return | 13.49% | 18.92%-5.4pp | 33.27%-19.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $494 | $1,503-67.1% | $2,313-78.6% | $2,552-80.6% |
| Participant deferral / active EE | $3,134 | $3,074+2.0% | $4,085-23.3% | $4,126-24.0% |
| Admin fee / account holder | $4,251 | $6,576-35.4% | $9,256-54.1% | $7,339-42.1% |